Client Services Coordinator, Individual Wealth Management
Kate joined ZLC in 2013. She is a Client Services Coordinator for the Individual Wealth Management Department working primarily with Michael Healey, Matthew Anthony, Heidi Pullem and Philip Levinson. She also supports advisors with processing for Qtrade Insurance Solutions.
Kate is a licensed assistant for insurance and mutual funds, she brings with her five years of industry experience along with over 20 years office administrative background. She has been Life Insurance licensed since 2010, holds the Certified Health Insurance Specialist (CHS) designation and plans to continue her education within the industry.
Kate currently sits on the following boards:
- Advocis – Greater Vancouver Chapter as the Professional Devleopement / Totem Pole Chair
- Burns Bog Conversation Society as a Member at Large